Margaret Kolata
Director of Regional Services
St. Charles Medical Center
Bend, OR
mkolata@scmc.org

Cecily Lohmar
Principal Consultant
PSI Arista
Davidson, NC
clohmar@psiarista.com

Portfolio analysis to determine resource allocation and growth strategies has met with mixed results in healthcare. Through case study, discover an approach that combines the traditional quantitative analysis with qualitative information. Learn how to avoid evaluating services in a vacuum by incorporating measurement of the upstream and downstream effects of each service on others in the hospital or system. Understand how to make the leap from portfolio analysis to specific growth or cost reduction strategies. Experiences and outcomes will be reviewed.